How do I upload a proposal using Persi's Proposal Uploader?

Overview

Persi's Proposal Uploader lets you skip the manual copy-paste process when submitting a proposal. Instead of re-entering your content field by field, you can upload your completed proposal document and Persi will automatically pre-fill the proposal form for you.

Accepted file formats: .docx (Word) and .pdf 

Getting Started

After confirming participation on an RFP (and completing any required conflict check), navigate to the proposals screen. You'll see a new button alongside the existing + Create New Proposal button: Upload with Persi.

Uploading Your Document

Click "Upload with Persi" to open the upload modal. You'll see a one-time consent dialog the first time you use the 'Upload Proposal with Persi' button. It confirms that AI will read your document to help pre-fill the proposal form. Accept once and you won't see it again

From here you can drag and drop your file or click to browse. You'll also see an optional "Additional notes for Persi?" field. Use this to flag anything unusual about your document's structure or layout that might help Persi read it correctly.

Persi is designed to handle two common scenarios:

• You typed your responses into the exported PERSUIT Word doc - Persi recognizes the original RFP structure and extracts what was added.
• You prepared your own standalone proposal document - Persi uses contextual understanding to match your content to the right fields.

While Persi processes your document, you'll see a loading message: "Persi is reviewing your proposal…"

Reviewing the Pre-Filled Form

Once Persi has finished, your proposal form will open with fields pre-populated. A banner at the top will remind you to review everything before submitting:

"Persi has pre-filled this proposal using your uploaded document. Please review all fields carefully before submitting. Fields marked in amber couldn't be filled with confidence."

Any fields Persi couldn't populate with confidence are highlighted in amber so you know exactly where to focus your review. Go through the form, make any edits needed, and submit as normal.

Note: You are always responsible for reviewing the full proposal before submitting. Persi pre-fills the form to save you time, but final accuracy is yours to confirm.

Things to Know

• The proposal uploader is only available via the Upload Proposal with Persi button on the proposals screen. Uploading a document through the Persi chat panel is not yet available. 
• Persi works best when populating existing rate card fields provided by the client. It may have difficulty creating new rate card structures from scratch.
• Persi may also have difficulty adding newly proposed sub-items that don't already exist in the proposal form.
• The uploader accepts .docx (Word) and .pdf.

If you have any questions or run into issues, please contact support@persuit.com and our team will be happy to help.